Manage Organization Groups

Home > selected Organization > menu or right-click > Settings > General > Groups
Project > Settings drop-down > > Organization Settings > General > Groups

Requires Organization - Groups - View, Add/Edit, and Delete Permissions and Organization - Users - View permissions to view the list of Users in a Group

Users in a role with permissions can add and manage Groups that are part of the Organization, as follows:

• View a list of Groups.
• Select a Group, which enables you to manage that Group entry and view a list of Users assigned to that Group. You must have Organization - Groups - Add/Edit permissions to change Group information and members, and you must have Organization - Users - View to see the list of Users in a Group and manage them.
• Add a New Group.
• Edit information for a selected Group.
• Delete a Group, which presents you with a popup asking you to verify the deletion of the Group from the Organization. You must have Organization - Groups - Delete permission to delete an Organization Group.

Note: When determining permissions, the software considers both the individual User role (if applicable) and the role the User has within a Group. If an Organization User has both an individual User role as well as a Group role, the permissions for that User represent a "union" of the individual User's permissions and the Group permissions. Effectively, this means that the User gains the higher permission level when comparing each permission in the User role versus the Group role.

Groups Summary

This summary provides current information about the configured Groups:

• Group Name – The name assigned to this Group within the Organization.

• Role — A role represents a set of permissions to apply actions to objects. If you have the appropriate permissions you can select the default role (determined by the Set as Default option from Role Permissions), another of the predefined roles, or a custom role created for the Organization. By default, the predefined roles have the following permissions:
• Organization Administrator — Always has permissions to manage all Organization Settings and all aspects of Projects within the Organization; cannot be edited or deleted.
• Project Administrator — Has view permissions for all Project Data nodes in the Navigation Tree and add/edit permissions for some of those nodes, such as Tags, Folders, Saved Searches, Workflows, Comparisons, and Synthetic Documents. Also has document-related permissions to add or remove Tags from documents and documents from a Folder, download native document and PDFs, and view document reports, as well as view permissions for some settings and the ability to edit the list of Metadata View Fields.
• Project Member – Has limited permissions to perform general document search and analysis, but not to control any aspects of the Project.
• Claimant — Used in Reef Claims (previously known as Class Action) Projects on a Reef Express system; not intended for use in eDiscovery.

• Description Provides a helpful description of an item. A description can have up to 255 characters. – A description of the Group.

New and Selected Group Options

To add a new Organization Group to the list of Groups, use the top-level New Group option.

For a selected Group, right-click the Group or click the ellipses at the far right to see a menu with the following options, as long as you have permissions to perform those actions (actions that are not permitted will be grayed out):

• Edit – Launches the Edit Group dialog, which enables you to edit the appropriate Group information. All Organization Group attributes except the name are editable.
• Delete – Deletes the selected Group after you confirm the deletion. You must have Organization - Groups - Delete permission to delete an Organization Group.

Group Members

Users in a role with the required permissions can view and assign the Users that will be members of an Organization Group. To perform Project operations in general, Users as well as Groups must have Project membership and an assigned role, which represents a set of permitted actions that control access to Project operations and elements.

You can control the members in an Organization Group using Add / Remove Members. You must have Organization - Users - View permission to view the assigned Group members within a selected Group and use Add / Remove Members to see the list of all available Organization Users that can be assigned to the Organization Group.

Each member added to the Group is shown with the following information (if configured), and the list is in alphabetical order by Username:

• Username – This field is populated based on the type of authentication. It will be either the email address assigned to the User through TransPerfect Authentication or the Standard Authentication username that an Organization User will use to log in to the system.

• Role — A role represents a set of permissions to apply actions to objects. If you have the appropriate permissions you can select the default role (determined by the Set as Default option from Role Permissions), another of the predefined roles, or a custom role created for the Organization. By default, the predefined roles have the following permissions:
• Organization Administrator — Always has permissions to manage all Organization Settings and all aspects of Projects within the Organization; cannot be edited or deleted.
• Project Administrator — Has view permissions for all Project Data nodes in the Navigation Tree and add/edit permissions for some of those nodes, such as Tags, Folders, Saved Searches, Workflows, Comparisons, and Synthetic Documents. Also has document-related permissions to add or remove Tags from documents and documents from a Folder, download native document and PDFs, and view document reports, as well as view permissions for some settings and the ability to edit the list of Metadata View Fields.
• Project Member – Has limited permissions to perform general document search and analysis, but not to control any aspects of the Project.
• Claimant — Used in Reef Claims (previously known as Class Action) Projects on a Reef Express system; not intended for use in eDiscovery.

• Email, which is the email address for the User.